- Service Area
- 30 (km)
- 24 Hour Emergency Service
Has anyone ever taken the time to show you exactly how much you need to fund your retirement?
Do you know what your monthly income will be?
Will it be enough to support your desired lifestyle?
Will the money last as long as it needs to?
Having a customized strategy to help you save for your retirement can not only help you receive steady and tax efficient cash flow when you retire; it can help protect your future purchasing power so your money will last throughout retirement and provide a tax efficient plan to help you in your present situation
Reduce your mortgage quickly and more efficiently
Whether you are buying a home, looking to reduce your debt or if you have a mortgage coming up for renewal, we look at your entire financial picture and help you select the right mortgage for your plan.
We can also help determine what is the best type of insurance plan that should be put in place to protect your family against unexpected events, to ensure you have the means to effectively make your mortgage payments and to continue living in your home worry free.
We have access to a Mortgage Planning Specialist to help ensure you have the right mortgage, at a competitive rate, to fit your own financial plan
Protect your biggest asset: your ability to earn an income
Identifying a plan that is the best fit for your own, individual needs. Whether that is an enhanced critical illness/disability coverage, whether it is life insurance, whether it is to decide between a term and permanent option, as well as having a mixture of each service.
We have access to an Insurance Manager to help ensure you have the right coverage, the right service, at a competitive rate, to fit your own financial plan.
Through our region office, we have access to a team of specialists including a Securities Specialist. The service is normally available to our clients with $250,000 or more to invest, but she will support our practice on a request basis as well.
The Securities Specialist will ask you to outline your financial goals and what you expect from your investment portfolios. Once her analysis is completed, she will review the portfolio with you. If she thinks your investments continue to be well suited to your long term goals, you will have some added peace of mind. If, on the other hand, she thinks some of your investments no longer fit with your goals, she will explain why and offer some alternatives for you to consider. The Securities Specialist is not commission based and there is never any cost or obligation to this service.